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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
YWS
6101
Yarger Wealth Strategies
Ohio
$173M -$7.36M -4% 1.93% 55.1% 99 14.14%
CH
6102
Cromwell Holdings
Wyoming
$173M +$17.7M +11% 2.79% 635 6.61%
FAFN
6103
First Affirmative Financial Network
Colorado
$173M -$9.42M -5% 0.13% 299 15.05%
NED
6104
Nancy E. Dempze
$173M -$6.08M -3% 0.15% 83.1% 103 9.71%
AP
6105
Aspect Partners
Virginia
$173M -$5.04M -3% 2.27% 623 14.77%
BWM
6106
BlackDiamond Wealth Management
New York
$173M +$7.58M +5% 1.62% 70.8% 163 5.52%
SMTF
6107
Sphera Management Technology Funds
Israel
$173M 11.1% 62
VAF
6108
Values Added Financial
District of Columbia
$173M +$14.2M +9% 1.54% 58.3% 118 13.56%
BAM
6109
Beaumont Asset Management
Texas
$173M +$765K +0.4% 1.68% 64.3% 67 10.45%
SPI
6110
Sutton Place Investors
New York
$173M +$8.98M +5% 0.56% 74.3% 133 10.53%
AIM
6111
Athena Investment Management
California
$173M -$2.81M -2% 0.19% 80.6% 157 5.73%
MFG
6112
Mainsail Financial Group
Washington
$173M +$4.11M +2% 0.03% 57.2% 51 5.88%
DC
6113
Darrow Company
Massachusetts
$172M +$446K +0.3% 1.3% 41.1% 51 7.84%
PIM
6114
Peregrine Investment Management
Ontario, Canada
$172M 21% 24
GITFIT
6115
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$172M +$14.9M +9% 5.61% 105% 147 18.37%
PD
6116
Planning Directions
Pennsylvania
$172M +$4.41M +3% 0.49% 46.3% 82 7.32%
MFA
6117
Millington Financial Advisors
Illinois
$172M +$11.9M +7% 0.45% 77.5% 94 22.34%
DRP
6118
Decker Retirement Planning
Utah
$172M 14.5% 597
PCA
6119
Prospect Capital Advisors
California
$172M -$48.8M -22% 9.09% 202% 31 29.03%
WFS
6120
Walker Financial Services
Kentucky
$172M +$24.2M +16% 2.78% 18.9% 33 12.12%
JKSF
6121
John & Kathleen Schreiber Foundation
Illinois
$172M +$19.8M +13% 11.7% 30.8% 7 57.14%
OW
6122
Olistico Wealth
Oklahoma
$172M +$8.32M +5% 3.93% 95.8% 322 7.14%
WAM
6123
Werlinich Asset Management
Connecticut
$172M -$322K -0.2% 0.95% 215% 63 9.52%
BFP
6124
Beacon Financial Planning
Massachusetts
$172M +$9.78M +6% 1.7% 71.1% 49 12.24%
CWL
6125
Causey Wealth LLC
Colorado
$172M 3.69% 68